Eraqus Investment Advisors

SEBI Registered Investment Adviser

Plan, Prosper, Progress—Schedule your call today!

- About Us

At Eraqus Investment Advisors, we don’t just manage wealth—we build lasting relationships rooted in trust, transparency, and unwavering integrity. As a SEBI Registered Investment Advisory firm, our mission is to empower you to achieve your financial aspirations with tailored strategies designed for sustainable, risk-adjusted returns

Dedicated Stewards of Your Financial Future

Investment Philosophy: Mastering the Art, Perfecting the Science

Strategic Precision: Our Core & Satellite Advantage

Leadership Backed by Proven Expertise

Empowering You Through Market Uncertainty

Unwavering Integrity: Our Commitment to Compliance

Years of Investment Expertise

Previously Managed

Satisfied Clients

Manufacturer Relationships

- Expertises

Investment Management

Tailored investment strategies designed to balance stability and growth, delivering risk-adjusted, tax-efficient returns for clients at every stage of their financial journey.

Multi Family Office

Centralized wealth management solutions that streamline financial oversight, governance, and legacy planning, ensuring the preservation and growth of family wealth across generations.

Services to NRI

Simplifying the management of your Indian assets with tailored investment strategies, seamless fund transfers, and expert compliance support for NRIs worldwide.

Estate, Legacy & Succession Planning

Securing your family’s future with personalized estate planning, trusts, and legacy solutions that preserve your values, protect your loved ones, and ensure a seamless transition of wealth.

Taxation & Family CFO

Comprehensive financial oversight and expert tax planning, our Taxation & Family CFO service ensures your wealth is optimized, compliant, and strategically positioned for long-term growth.

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- Why choose us?

Built on Trust and Transparency

Your success is our priority, and we ensure every decision is aligned with your best interests.

Expertise You Can Rely On

With over a decade of experience in private banking and asset management, we deliver insights and strategies honed by years of market expertise

Risk-Adjusted Investment Focus

Our approach prioritizes sustainable growth, balancing potential returns with measured risk management.

Ethical Practices at the Core

As a SEBI-compliant firm, we operate with the highest standards of integrity, ensuring complete transparency and regulatory adherence.

- Frequently asked questions

How does a Registered Investment Advisor (RIA) charge fees, and why is it beneficial?

RIAs follow a transparent, client-first fee structure, typically:

Fixed Fee – A set fee for financial planning and advisory services.
Assets Under Management (AUM) Fee – A percentage of your investment portfolio, aligning our success with yours.

What is the difference between a Mutual Fund Distributor (MFD) and a Registered Investment Advisor (RIA)?

A Mutual Fund Distributor (MFD) earns commissions by selling mutual funds and may offer investment recommendations based on product suitability. An RIA (Registered Investment Advisor) provides fee-based, unbiased financial advice while acting in a fiduciary capacity, ensuring that all investment decisions align with the client’s best interests rather than earning commissions from product sales.

What investment strategies do you use?

We follow a core-satellite approach, combining stable, long-term investments with strategic opportunities in equity, fixed income, and alternative investments to optimize returns while managing risk

What are your qualifications and experience in investment advisory?

Individuals with a graduate or postgraduate degree in specified fields and NISM-Series-XA & XB certifications can register as Investment Advisors. Specified fields include finance, accountancy, commerce, economics, capital markets, banking, insurance, actuarial science, and other related areas in financial services.

- Our Approach

At Eraqus Investment Advisors, we don’t just manage wealth—we partner with you to craft a personalized, purpose-driven financial journey. With a foundation built on trust, expertise, and integrity, our approach blends strategic insight with holistic planning to help you achieve lasting financial confidence and success.

Your Goals, Our Priority: A Client-Centric Approach

Transparency and Integrity First: Your Fiduciary Partner

Expert Guidance You Can Trust: Decades of Financial Acumen

Holistic Planning for Your Financial Future

Strategic Growth, Managed Risk: Our Investment Philosophy

- Testimonials

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